Canadian Banks: Are Higher Valuations the New Normal?
Over the past year, the Big Six Canadian banks have returned 53%, 1.6 times the 32% return for the S&P/TSX Composite Index.1 The Big Six now trade at about 15 times expected earnings, well above the 10 to 12 times investors paid through most of the past quarter...
H2/2026 Outlook – Buy the Dips
Since publishing our 2026 outlook Don’t Bet Against the Fed, there have been substantial changes to the geopolitical landscape. The removal of Maduro in Venezuela and the Iranian conflict have increased oil prices and as a result, the inflation outlook. World economic...
2026 Outlook – Don’t Bet Against the Fed
In Brompton’s 2026 Investing Outlook, Chief Investment Officer Laura Lau shares her perspective on central bank policy, global economic trends, and powerful themes like AI and deregulation shaping markets this...